This guide walks you through how to connect order forms to task boards, ensuring that every order submission is tracked, assigned, and processed efficiently. 🚀
Manually processing order forms can slow down operations and create bottlenecks.
🔹 Step 1: Why Link Forms to Task Boards?
✔ Automates Order Processing: No need to manually create tasks—each submission becomes an actionable task automatically.
✔ Keeps Teams Organized: Orders are sent to the right board and team instantly.
✔ Reduces Errors: Eliminates missed orders or duplicated entries.
📊 Businesses using automated workflows see a 35% reduction in processing time (Source: Gartner).
🔹 Step 2: Creating an Order Form Linked to a Task Board
📍 Access the Forms Section
Log in to Jugl and go to Forms.
Click "Create Form +" or edit an existing order form.
📍 Set Up Task Creation for Form Submissions
Scroll down to "Set Task Details" in the form builder.
Enable “Create Task from Form Submission”.
Select the Task Board where the order will be assigned (e.g., New Orders).
Set the Default Task Status (e.g., Pending Approval, Processing, Completed).
💡 Why It Helps: Every form submission instantly creates a task, reducing manual data entry.
🔗 [Related: How to Automate Task Assignments in Jugl]
🔹 Step 3: Set Task Details from a Form Submission
📍 Auto-Fill Task Information from the Order Form
In “Set Task Details”, define what form data should auto-populate into tasks:
Task Title → “Order #[Order Number] – [Client Name]”
Task Description → Includes all form details like product, quantity, and delivery date.
Due Date → Auto-set based on order urgency.
Priority Level → High for urgent orders, Medium for standard orders.
📢 Example Task Auto-Fill:
📌 Task Title:“Order #234 – John Doe”
📌 Task Description:
Product: Blue Sneakers (Size 10)
Quantity: 2
Delivery Date: May 20, 2024
Order Priority: Express Shipping
💡 Why It Helps: Saves time by pre-filling details, ensuring accuracy in task tracking.
🔹 Step 4: Test & Optimize Your Workflow
📍 Before Publishing the Form:
✔ Submit a test order to confirm task creation & team assignment works correctly.
✔ Verify that order details auto-populate into tasks.
✔ Check that tasks appear on the right board.
📢 Final Step: Click “Save & Publish”
✨ Recap: Your Order Form is Now Fully Integrated!
✔ Linked the form to a Task Board for automatic task creation.
✔ Enabled auto-assignment rules so orders go to the right team.
✔ Configured task details to populate with order data.
✔ Tested & published the order form.
🚀 Start Automating Your Order Workflow Today!
Simplify your order process by connecting forms to workflows & task boards for seamless management.
Let’s Jugl it! 🎉